Cambridge Associates

sale of a service-sector stock, Cambridge Associates provides comprehensive advisory services. Cambridge Associates first developed a collective investment strategy and a decision-making model that benefited the family as a whole, while still considering the generational differences. Cambridge Associates recommended the use of a series of investment pools that helped the family achieve scale while allowing for flexibility among the generations to adjust their asset allocation to reflect differing time horizons and preferences. This engagement involved significant education to bolster the family members’ knowledge of investments and enable them to make well-informed decisions. Cambridge Associates continues to serve this family in a highly proactive manner to oversee their investments and adjust the portfolio as needed for generational shifts.